Enough With The Ridiculous Rollover Process Already
403b.substack.com
It's no secret that I use this blog to vent about my dealings with the 403(b) industry...today I present the ridiculous obstacles placed in front of employees attempting to rollover their money. I helped a client start a 457(b) in local school district and when the client retired was helping to rollover those funds to consolidate (and get access to better options). I inquired with the folks at the district (who were easy to work with and great people) and they gave me a number to call.
Enough With The Ridiculous Rollover Process Already
Enough With The Ridiculous Rollover Process…
Enough With The Ridiculous Rollover Process Already
It's no secret that I use this blog to vent about my dealings with the 403(b) industry...today I present the ridiculous obstacles placed in front of employees attempting to rollover their money. I helped a client start a 457(b) in local school district and when the client retired was helping to rollover those funds to consolidate (and get access to better options). I inquired with the folks at the district (who were easy to work with and great people) and they gave me a number to call.